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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
Branch Locations
1333 N California Blvd Suite 100, Walnut, CA 94596 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of International Trade (Uk Government) | Manchester | 01/2018 | 12/2018 | |
| Concordia University Irvine | Irvine | CA | 01/2019 | 06/2021 |
| Simpsons Premium Ltd | Wigan | 07/2021 | 01/2022 | |
| Lpl Financial | La Jolla | CA | 03/2022 | 06/2022 |
| Benefit Financial Services Group | Irvine | CA | 06/2022 | 03/2023 |
| Cypress College | Cypress | CA | 08/2016 | 12/2017 |
| Ep Wealth Advisors, Llc. | Torrance | CA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-09 |
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